Dcvgs22
Nov 13, 11:57 PM
$VTSI great run, but getting out while it’s still high. Definitely going to retrace - YTD revenue is still down 13% yoy and 48% of their revenue in q3 is from one customer & they are just recognizing the revenue now from an order a year ago. YTD margin, net income, and adjusted EBITDA are all unfavorable yoy. A 60%+ run on those results aren’t sustainable in the short term.
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